Displaying Undeposited Payments

From the Deposits view, sales representatives see a list of undeposited payments collected during the business day and a deposit history list of deposits made.

To display undeposited payments

1. Tap Side Menu and then tap Deposits to display the following:

   • The Deposits view showing the deposit account details, the Undeposited Payments list, and the Deposited History list in the main pane or work area.

   • The calendar in the side pane showing the call scheduling information.

2. Navigate to the deposit account that you want using the Next and Previous buttons in the main pane.

   All details for the selected deposit account appear in the main pane.